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Sponsor portfolio

VALLELY LAW PLLC

EIN 87-3697924-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$631K assets
Welfare
0
Participants
16
6851 JERICHO TPKE, SUITE 105 - SYOSSET, NY 11791516-801-6363vallelylaw.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$466K - 6 part#001401k-$165K - 10 part

Retirement portfolio analytics

2 plans aggregated / $631K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CASH BALANCE PLAN (#002)74%
  • LAW PLLC 401(K) (#001)26%
Total $631KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW PLLC 401(K) (#001)10
  • CASH BALANCE PLAN (#002)6
Total 16Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VALLELY LAW PLLC CASH BALANCE PLAN

CashBalance

Assets$466K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VALLELY LAW PLLC 401(K) PLAN

401k

Assets$165K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VALLELY LAW PLLC CASH BALANCE PLANCashBalance$466K62024
001VALLELY LAW PLLC 401(K) PLAN401k$165K102024
Retirement plans
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